Marco Moretti, financial advisor Cranston RI
89 score

Marco Moretti

CRD Number: 6173796
Current Firm: Lincoln Financial Advisors Corporation

Marco Moretti (CRD# 6173796) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Cranston, RI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Cranston, RI Jan 2014 - Current 2
Mml Investors Services, LLC Warwick, RI Apr 2013 - Jan 2014 < 1
Massmutual Life Insurance Company Warwick, RI Dec 2012 - Jan 2014 1
Cvs Pharmacy Cranston, RI Aug 2008 - Jul 2013 4
University Of Rhode Island Kingston, RI Jan 2010 - May 2012 2
Community College Of Rhode Island Warwick, RI Jan 2008 - Aug 2010 2
Twin Oaks Cranston, RI May 2010 - Jul 2010 < 1
Equity Concepts Inc. Cranston, RI Feb 2006 - Jul 2008 2
Bishop Hendricken High School Warwick, RI Jan 2004 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Marco A. Moretti
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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